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Create a Category

1

Create Category

On the Dashboard click Menu > Categories > Create Category
2

Complete the following fields and click Save

Enable on Point of Sale: If yes, the category will be displayed on the POS.Enable on Mobile: If yes, the category will be available for order on the Order App and Order Website .Enable on Kiosk: If yes, the category will be available for order when the POS is in kiosk mode.Enable on Third Party: If yes, the category will be available for order on third party order websites, such as DoorDash.Auto Complete Products: If set to yes, products in the category will automatically be marked as complete and will not appear on the ticket screen.

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Manage Categories

Add and remove products, tax rates, and discounts from a category. Additionally, add a schedule to a category.
On the Web Dashboard click Menu > Categories > View category
  • To add an existing product to a category, click Add Product > select an existing product from the dropdown > Add
  • To add a new product to a category, click Create Product. Learn more about how to create a product here.
  • To add a global modifier to products in a category, click the checkbox next to the left of the product(s) > Add Global Modifier. Learn more about how to create modifiers here.
  • To delete a product from a category, click the checkbox next to the left of the product(s) > Delete Product(s)
Reorder the list of products within a category on all ordering platforms from the Point of Sale using Edit Mode. Learn how to use Edit Mode here.
Adding a tax rate to a category will automatically apply the tax rate to all products in the category.Learn how to add and remove tax rates from a category here
Determine when a category is available for ordering on all enabled ordering platforms.If no schedule is set, the category will always be available during store hours.If a schedule is set, the category will only appear on enabled platforms during its scheduled time frames.
1

View Category

On the Web Dashboard click Menu > Categories > View category
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Add Schedule

Scroll down to the bottom of the category’s page > Add Schedule.
3

Add Daily Schedule

Create a new schedule for each day of the week as necessary.

Available Monday from 10:30AM - 1:30PM

The order for categories is set by the category order in your Dashboard hereClick and drag the categories using the tribar on the left to set the order you’d like categories to display on your POS and Mobile Ordering.
On the Web Dashboard click Menu > Categories > View categoryClick Actions > Archive Items

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Duplicate a Category

Duplicating a category will create duplicate products.
1

View Category

On the Web Dashboard click Menu > Categories > View category
2

Duplicate

Click Action and select Duplicate CategoryThe duplicated category will appear as “Category Name — Duplicate” on your menu.